AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$983K
2
+$763K
3
+$527K
4
EXC icon
Exelon
EXC
+$466K
5
TSN icon
Tyson Foods
TSN
+$449K

Top Sells

1
+$344K
2
+$319K
3
+$301K
4
AXTA icon
Axalta
AXTA
+$245K
5
TSCO icon
Tractor Supply
TSCO
+$208K

Sector Composition

1 Healthcare 15.67%
2 Financials 14.42%
3 Industrials 11.71%
4 Technology 10.44%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.05K ﹤0.01%
72
627
$5.04K ﹤0.01%
60
628
$5.02K ﹤0.01%
67
629
$4.98K ﹤0.01%
55
630
$4.93K ﹤0.01%
80
631
$4.89K ﹤0.01%
+100
632
$4.83K ﹤0.01%
250
633
$4.82K ﹤0.01%
+350
634
$4.67K ﹤0.01%
180
-360
635
$4.42K ﹤0.01%
92
-300
636
$4.39K ﹤0.01%
500
637
$4.3K ﹤0.01%
35
638
$4.2K ﹤0.01%
300
639
$4.18K ﹤0.01%
508
640
$4.17K ﹤0.01%
100
641
$4.15K ﹤0.01%
100
642
$4.08K ﹤0.01%
100
643
$4.03K ﹤0.01%
170
644
$4.02K ﹤0.01%
72
645
$4.02K ﹤0.01%
100
646
$4K ﹤0.01%
500
647
$3.85K ﹤0.01%
100
648
$3.84K ﹤0.01%
226
649
$3.78K ﹤0.01%
250
650
$3.65K ﹤0.01%
1,500
24 25
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